What does it take to deliver an outstanding digital experience to ultra-high-net-worth clients – while competing against firms with far greater resources? In this episode of Innovation Spotlight we sit down with Ali Bastani, Co-Founder and Managing Director at Seven Post, to explore exactly that.
Seven Post was founded 15 years ago by six Goldman Sachs veterans and today manages approximately $9 billion for 50 family groups and small institutions. Based in San Francisco, the firm has embraced technology since its founding – and sees its agility and use of AI as a strategic advantage over larger competitors.
In this conversation:
- What wealth managers can do to meet rising client expectations – and why AI plays an important role in that pursuit
- How Seven Post adopted AI early – starting in compliance, moving to operations and now client-facing tools
- Why firms of any size can compete at the highest level – and why the next decade rewards those who move now.
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